Wednesday Jan 03, 2024

Inspiring Action with James Matthews

On this show, we talked about effective financial planning, successfully utilizing technology and embracing each state of the planning process with James Matthews, CFP and Financial Advisor with Consolidated Planning.  Listen to learn how to avoid financial overwhelm and get on the path to success!

For the Difference Making Tip, scan ahead to 17:17.

You can learn more about James at CPlanning.com, Facebook, Twitter, and LinkedIn.

On this show, we talked about effective financial planning, successfully utilizing technology and embracing each state of the planning process with James Matthews, CFP and Financial Advisor with Consolidated Planning.  Listen to learn how to avoid financial overwhelm and get on the path to success!

For the Difference Making Tip, scan ahead to 17:17.

You can learn more about James at CPlanning.com, Facebook, Twitter, and LinkedIn.

Copyright 2023 All rights reserved.

Version: 20241125